UBS Group

UBS Group Portfolio holdings

AUM $512B
1-Year Est. Return 21.72%
 

UBS Group AG, formed through the 1998 merger of Union Bank of Switzerland and Swiss Bank Corporation with roots dating back to 1862, is a Swiss multinational investment bank and financial services firm headquartered in Zurich. Renowned for its dominance in wealth management, UBS serves high-net-worth individuals and families globally, managing trillions in assets, while also offering investment banking, asset management, and retail banking services in Switzerland. The firm has weathered significant challenges, including a major bailout during the 2008 financial crisis, but has since refocused on stability and sustainable growth, emphasizing digital transformation and ESG (environmental, social, governance) investing. With a strong European base and a global reach, UBS remains a cornerstone of the international financial landscape.

This Quarter Est. Return
1 Year Est. Return
+21.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$185B
AUM Growth
+$20.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,711
New
Increased
Reduced
Closed

Top Buys

1
+$547M
2
+$421M
3
+$353M
4
GLD icon
SPDR Gold Trust
GLD
+$295M
5
BABA icon
Alibaba
BABA
+$258M

Top Sells

1
+$1.21B
2
+$1.21B
3
+$1.14B
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$832M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$421M

Sector Composition

1 Technology 13.83%
2 Healthcare 8.03%
3 Consumer Discretionary 8.01%
4 Financials 7.69%
5 Communication Services 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1626
$4.89M ﹤0.01%
378,301
-325,755
1627
$4.89M ﹤0.01%
278,864
+28,444
1628
$4.88M ﹤0.01%
223,164
+142,899
1629
$4.87M ﹤0.01%
137,275
-111,280
1630
$4.85M ﹤0.01%
69,085
+54,029
1631
$4.82M ﹤0.01%
274,910
-200,898
1632
$4.81M ﹤0.01%
145,283
+7,842
1633
$4.81M ﹤0.01%
114,451
+112,115
1634
$4.8M ﹤0.01%
192,098
-74,503
1635
$4.8M ﹤0.01%
20,260
-32,313
1636
$4.79M ﹤0.01%
76,296
-19,806
1637
$4.79M ﹤0.01%
278,077
+13,730
1638
$4.79M ﹤0.01%
410,419
+35,577
1639
$4.78M ﹤0.01%
416,222
+105,619
1640
$4.78M ﹤0.01%
22,030
+11,921
1641
$4.77M ﹤0.01%
39,420
+38,308
1642
$4.76M ﹤0.01%
506,944
+100,113
1643
$4.75M ﹤0.01%
32,816
-285,316
1644
$4.75M ﹤0.01%
240,933
+77,501
1645
$4.75M ﹤0.01%
4,172
-22,286
1646
$4.75M ﹤0.01%
300,205
+280
1647
$4.74M ﹤0.01%
95,287
+40,567
1648
$4.73M ﹤0.01%
253,098
+2,857
1649
$4.73M ﹤0.01%
258,399
-133,440
1650
$4.72M ﹤0.01%
23,960
-9,383
64 65
66
67 68